Investrust
- Shannon CarterChief Compliance Officer, Sr. Investment Analyst & Consultan · Company website
- Cathy FridayChief Financial Officer · Company website
- Christina MooreDirector of Trust Services · Company website
- Debbie SinardDirector of Trust Operations · Company website
- Andy HoodSenior Portfolio Manager & Consultant · Company website
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- In business 24 years (since 2002)
From public records and the company's website, not a statement that it's for sale.
What they do
InvesTrust Wealth Management is a wealth management firm that says it has served clients since 1998, providing investment management, trust administration, and retirement services to individuals, corporations, and non-profits.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- THE HOUSE CHURCH INC · Pauls Valley, 59 mi · $382.1M
- LIFE. CHURCH OPERATIONS, LLC · Edmond, 11 mi · $116.4M
- OKLAHOMA CITY BOATHOUSE FOUNDATION · Oklahoma City, 4 mi · $68.4M
- THE EPISCOPAL DIOCESES OF OKLAHOMA, INC. · Oklahoma City, 3 mi · $62.6M
- CROSSINGS COMMUNITY CHURCH, INC · Oklahoma City, 4 mi · $52.1M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Investrust this business | $1.1M | — |
| First Fidelity Bank Oklahoma City | $161.7M | 0.0 mi |
| INSURICA Oklahoma City | $806K | 0.0 mi |
| Commercial Insurance Services Oklahoma City | $806K | 0.0 mi |
| Red Dirt Lending Oklahoma City | $1.1M | 0.1 mi |
| PRAIRIE STATES INSURANCE AGENCY INC Oklahoma City · 3 employees | $752K | 0.1 mi |
| Engelbach Roberts & Co PLLC Oklahoma City | $2.1M | 0.1 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $437K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $443K – $1.4M |
| EBITDA range | $182K – $596K |
| Industry (NAICS) | Finance and insurance (52) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Investrust
Investrust is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2002. It is owned by Mark Williams (CEO & Co-CIO). Its estimated annual revenue is about $1.1M, with roughly $439K of EBITDA. Its estimated business value is $1.3M (likely range $437K–$2.1M).
Common questions
- Who owns Investrust?
- Investrust is owned by Mark Williams (CEO & Co-CIO), according to public sources such as the company's website or filings.
- How much revenue does Investrust make?
- SeeBITDA estimates Investrust's annual revenue at about $1.1M (likely between $443K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Investrust worth?
- About $1.3M, roughly 3× its estimated EBITDA of $439K, typical for a finance and insurance company its size. Likely range: $437K–$2.1M.
- When was Investrust founded?
- Investrust has been in business since 2002.